{"id":8717,"date":"2019-05-07T13:14:53","date_gmt":"2019-05-07T17:14:53","guid":{"rendered":"https:\/\/www.method.me\/?page_id=8717"},"modified":"2026-01-16T15:38:46","modified_gmt":"2026-01-16T20:38:46","slug":"customer-management-software","status":"publish","type":"page","link":"https:\/\/www.method.me\/crm-quickbooks\/customer-management-software\/","title":{"rendered":"Customer Management"},"content":{"rendered":"\n
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The #1 customer management software for QuickBooks users<\/h1>\n\n\n\n

From first touch to first purchase, Method CRM gives you a complete view of your customers so you can keep them coming back for more.<\/p>\n\n\n\n

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Try Method CRM and sign up for a free trial with Method<\/span><\/a><\/div>\n<\/div>\n\n\n\n

Want to see it in action first? Take me there \u2192<\/a><\/p>\n<\/div>\n\n\n\n

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\"Graphic<\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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Strengthen your relationship with customers<\/h2>\n\n\n\n
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Finally, customer management software that makes it easy to achieve excellent customer satisfaction.<\/p>\n<\/div><\/div>\n\n\n\n

\"A<\/figure>
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A 360-degree view of every customer<\/h3>\n\n\n\n

See past interactions, upcoming meetings, purchase history, and more in one convenient location.<\/p>\n\n\n\n

Get customer insights on-the-go<\/h3>\n\n\n\n

Put CRM and QuickBooks data at your fingertips with the Method CRM mobile app<\/a>. Better yet, this app makes it easy to follow up with your customers at anytime and from anywhere.<\/p>\n\n\n\n

Customer management from your inbox<\/h3>\n\n\n\n

Get an overview of a customer\u2019s relationship with your business without leaving your Gmail or Outlook inbox.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n

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Increase your rate of repeat business<\/h2>\n\n\n\n
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Maximize your customer retention and keep your business top of mind with the #1 customer management tool for QuickBooks users.<\/p>\n<\/div><\/div>\n\n\n\n

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Stay in touch with automated follow-ups<\/h3>\n\n\n\n

Schedule one-time or recurring reminders to check in, then send messages directly from Method<\/a>.<\/p>\n\n\n\n

Email marketing<\/h3>\n\n\n\n

Build email campaigns in your customer management software or send lists of Method customers to Mailchimp.<\/p>\n\n\n\n

Custom reports<\/h3>\n\n\n\n

Create reports to show your top customers or products, then act on those insights to drive more sales.<\/p>\n\n\n\n

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Learn more about customizing Method<\/span> <\/a><\/div>\n<\/div>\n<\/div>
\"Graphic<\/figure><\/div>\n<\/div><\/div>\n\n\n\n
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\u201cWe’re using it for booking clients at our studio and then keeping track of those clients and invoicing them. Method is saving us hours of admin work a week.\u201d<\/em><\/p>\n\n\n

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\"Profile<\/figure>
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Noah Mintz<\/strong><\/p>\n\n\n

Lacquer Channel Mastering<\/p>\n\n<\/div><\/div>\n\n<\/div><\/div>\n\n<\/div><\/div>\n\n\n

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\u201cRight off the bat, the compatibility with QuickBooks impressed us greatly. Tracking cases, quotations, and customer management are effortless through the use of activities and opportunities. Would highly recommend!\u201d<\/em><\/p>\n\n\n

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\"Logo<\/figure>
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Dylan Hanna<\/strong><\/p>\n\n\n

Gravity Software<\/p>\n\n<\/div><\/div>\n\n<\/div><\/div>\n\n<\/div><\/div>\n\n\n

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\u201cMethod has allowed us to put reminders on our schedules months down the road to check in with key decision-makers. Further, the integration with Mailchimp has allowed us to segment our customer list and export certain groups for timely email campaigns.\u201d<\/em><\/p>\n\n\n

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\"Profile<\/figure>
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John Conner<\/strong><\/p>\n\n\n

Breaking the Barrier<\/p>\n\n<\/div><\/div>\n\n<\/div><\/div>\n\n<\/div><\/div>\n\n<\/div><\/div><\/div>

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See all customer stories<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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Simplify your sales process<\/h2>\n\n\n\n
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The less time you spend on customer management, the more time you can spend on growing your business.<\/p>\n<\/div><\/div>\n\n\n\n

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Sales transactions<\/h3>\n\n\n\n

Create estimates, invoices, payments, and receipts in Method, all without needing access to QuickBooks.<\/p>\n\n\n\n

No more double data entry<\/h3>\n\n\n\n

Add customers or enter sales in Method CRM, then watch as the data appears in QuickBooks instantly.<\/p>\n\n\n\n

Improve your customer service with portals<\/h3>\n\n\n\n

Your customers can make fast and secure online payments that sync to QuickBooks in real time with Method CRM.<\/p>\n\n\n\n

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Learn more about syncing with QuickBooks<\/span> <\/a><\/div>\n<\/div>\n<\/div>
\"Online<\/figure><\/div>\n<\/div><\/div>\n\n\n\n
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Simplify your business with Method<\/h2>\n\n\n\n

Start your free trial \u2014 no credit card, no contract.<\/p>\n\n\n\n

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Try for free<\/a><\/div>\n\n\n\n
Book a demo<\/a><\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"

The #1 customer management software for QuickBooks users From first touch to first purchase, Method CRM gives you a complete view of your customers so you can keep them coming back for more. Strengthen your relationship with customers Finally, customer management software that makes it easy to achieve excellent customer satisfaction. A 360-degree view of […]<\/p>\n","protected":false},"author":24,"featured_media":0,"parent":10729,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"wf_page_folders":[1978],"class_list":["post-8717","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nCustomer Management Software for QuickBooks — Method<\/title>\n<meta name=\"description\" content=\"Provide awesome service and drive repeat business with customer management software built for QuickBooks. 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